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Substack about Semiconductors (CPUs, GPUs, DPUs), solar, batteries, EVs, and AVs. EnerTuition is a skeptic honed in seeing through Investment banker and management narrative.
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Skeptics seeing through Investment banker and management hype. Writing about AI Infrastructure and Semiconductors - mainly CPUs, GPUs, Networking, and memory, with a smattering of Solar, BEVs, and Autonomous driving. Tag us on anything related.
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